Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $247 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$125,287
50.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IEF VEU ITOT SCHF SCHB VXUS VOO SPY 8 stocks |
$115,412
46.78% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FNB FITB BOKF WSBC 4 stocks |
$3,103
1.26% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1,097
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$703
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$665
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$212
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|